Tax Associate, PE/VC

Reposted Yesterday
Be an Early Applicant
Stamford, CT, USA
In-Office
Mid level
Financial Services
The Role
As a Tax Associate, you'll manage tax compliance, review returns, handle consulting on fund structures, and automate tax processes for PE/VC funds.
Summary Generated by Built In

A Career with Point72’s Tax team

Point72’s Tax team sits at the center of a sophisticated global investment platform, overseeing tax compliance and planning across 30+ hedge funds, 75+ private equity and management companies, high-net-worth individuals, and tax-exempt organizations.

The team partners closely with Big Four accounting firms and leading external advisors to manage the preparation and review of partnership, corporate, individual, international, and state tax filings. Beyond compliance, the group leads tax research, planning initiatives, and firmwide projects, collaborating across the organization to address complex tax issues in a dynamic investment environment.

What you’ll do

As a member of the Private Equity and Venture Capital (PEVC) Tax team, you will focus on fund and investment-level tax matters and deepen your experience in private equity and venture capital taxation. Specifically, you will:

  • Assist the PEVC Tax team with all aspects of the tax compliance process including but not limited to operating companies, family partnerships, private equity, and venture capital funds
  • Review tax return extensions, federal and state income tax returns, and investor Schedule K‑1s for private equity venture capital funds and related entities, coordinating with external service providers as needed
  • Gain exposure to ad‑hoc consulting and analysis on matters such as fund and investment structuring, carried interest, waterfall allocations, partner economics, and transaction-related tax considerations, as required
  • Prepare and/or review tax workpapers, with a focus on designing and implementing an automated process
  • Collect, review, and draft materials in response to audits conducted by domestic (U.S.), federal and state, and international taxing authorities
  • Support the team with tax research and analysis on day‑to‑day issues impacting PE/VC funds and related entities
  • Work in a collaborative, roll-up-your-sleeves environment, bringing a sense of urgency and attention to detail to requests and projects
  • Assist in automating and enhancing processes related to the preparation and review of tax workpapers, supporting schedules, and forms through the use of Point72’s internal proprietary tax technology and through the build-out and/or integration of new systems

What’s required

  • 3–5 years of experience in U.S. taxation, ideally with exposure to partnership taxation and investment funds (private equity, venture capital, hedge funds, or similar)
  • Bachelor’s degree in accounting or related field
  • Experience with partnership tax concepts, including allocations, capital accounts, investor reporting, and tiered partnership structures
  • CPA license or concrete roadmap to obtain licensure
  • Proven track record of automation initiatives and focus on advancing technology
  • Effective written and oral communication
  • Commitment to the highest ethical standards

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

  • Fully-paid health care benefits
  • Generous parental and family leave policies
  • Volunteer opportunities
  • Support for employee-led affinity groups representing women, people of color and the LGBT+ community
  • Mental and physical wellness programs
  • Tuition assistance
  • A 401(k) savings program with an employer match and more

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit https://point72.com/.

Skills Required

  • 3-5 years of experience in U.S. taxation
  • Bachelor's degree in accounting or related field
  • Experience with partnership tax concepts
  • CPA license or roadmap to obtain licensure
  • Proven track record of automation initiatives
  • Effective written and oral communication skills
  • Commitment to the highest ethical standards

Point72 Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Point72 and has not been reviewed or approved by Point72.

  • Healthcare Strength Healthcare coverage is described as exceptional with comprehensive options and low out-of-pocket costs. Medical, dental, and vision are characterized as fully covered or no-premium for U.S. employees.
  • Retirement Support The 401(k) program features a generous employer match and access to after-tax contributions with in-plan Roth conversions. Value accrues through a multi-year vesting schedule that rewards tenure.
  • Parental & Family Support Parental and family leave is highlighted as generous and has strengthened over time. Clear primary and secondary caregiver policies are in place and seen as competitive.

Point72 Insights

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The Company
HQ: Stamford, CT
1,691 Employees
Year Founded: 2014

What We Do

Point72 Asset Management is a global firm led by Steven Cohen that invests in multiple asset classes and strategies worldwide. Resting on more than a quarter-century of investing experience, we seek to be the industry’s premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industry’s brightest talent. We’re inventing the future of finance by revolutionizing how we develop our people and how we use data to shape our thinking. For more information, visit www.Point72.com/working-here.

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